Terms of Service

Last updated: 3/16/2026

1. Overview

These Terms of Service ("Terms") govern your use of TaxBookkeeping.ai (the "Service"). By accessing or using the Service, you agree to be bound by these Terms. If you do not agree, do not use the Service.

2. Who we serve

TaxBookkeeping.ai is designed for individuals and self‑employed users who want help organizing bookkeeping information and preparing to work with a tax professional. The Service is intended for use in the United States and is based on U.S. tax concepts.

3. No tax or legal advice

The Service uses AI models and other automation to help you organize information, understand bookkeeping concepts, and prepare for tax filing. However:

  • The Service does not provide tax, legal, or financial advice.
  • Use of the Service does not create a CPA‑client, attorney‑client, or other professional relationship between you and TaxBookkeeping.ai.
  • You are responsible for reviewing outputs and consulting your own tax professional before filing any tax return or making financial decisions.

4. Your responsibilities

  • Provide accurate and complete information when you use the Service (for example, when you upload documents or describe your income and expenses).
  • Maintain the security of your account and promptly notify us if you suspect unauthorized access.
  • Comply with all applicable laws and regulations when you use the Service.

5. Acceptable use

You agree not to misuse the Service. For example, you will not:

  • Reverse engineer, decompile, or attempt to access source code.
  • Use the Service to violate the rights of others or any applicable laws.
  • Upload malware or content that is unlawful, harmful, or abusive.
  • Use the Service to build a competing product using our content or outputs.

6. Accounts, subscriptions, and billing

We offer a free tier and paid subscription plans. Plan details, pricing, and limits are described on the membership page in the application and may change from time to time.

  • By starting a paid plan or free trial, you authorize us (and our payment processor, such as Stripe) to charge your payment method for recurring subscription fees until you cancel.
  • You can manage or cancel your subscription from your account page. Changes take effect at the end of the current billing period unless otherwise stated.
  • Fees are generally non‑refundable except where required by law or explicitly stated otherwise.

7. AI and accuracy

The Service relies on AI models and other automated systems. While we work to improve quality, AI‑generated outputs may be incomplete, inaccurate, or outdated.

  • Do not rely on any single response as the sole basis for important decisions.
  • You are responsible for reviewing outputs and verifying them with your own records and qualified professionals.

8. Data and privacy

Our collection and use of personal data is described in our Privacy Policy. By using the Service, you consent to our data practices as described there.

9. Intellectual property

TaxBookkeeping.ai and its content, features, and functionality are owned by us or our licensors and are protected by copyright, trademark, and other laws.

  • You retain ownership of the data and documents you upload to the Service.
  • You grant us a limited license to use that content solely to operate and improve the Service, as described in the Privacy Policy.

10. Disclaimers

The Service is provided on an "AS IS" and "AS AVAILABLE" basis, without warranties of any kind, whether express or implied. To the fullest extent permitted by law, we disclaim all warranties, including implied warranties of merchantability, fitness for a particular purpose, and non‑infringement.

11. Limitation of liability

To the fullest extent permitted by law, in no event will TaxBookkeeping.ai, its owners, or its affiliates be liable for any indirect, incidental, special, consequential, or punitive damages, or for any loss of profits, revenues, or data, arising out of or related to your use of the Service.

Our total liability for any claim arising out of or relating to the Service will not exceed the amount you paid to us for the Service in the twelve (12) months before the event giving rise to the claim.

12. Changes to the Service and Terms

We may update the Service and these Terms from time to time. If we make material changes, we will provide reasonable notice, such as by updating the "Last updated" date or sending an email or in‑app notification. Your continued use of the Service after changes become effective constitutes your acceptance of the updated Terms.

13. Contact

If you have questions about these Terms, please contact us at the email address provided in the app or on our website.